Phil Town's AMAT Position Overview
Phil Town (via Rule One Partners, LLC) currently holds 0 shares of Applied Materials, Inc. (AMAT) worth $0, representing 0.00% of the portfolio. First purchased in 2025-Q1, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Phil Town has initiated a new position in AMAT, representing a fresh investment thesis on this company. Largest reduction occurred in Q2 2025, reducing 15,000 shares.
Analysis based on 13F filings available since 2013 Q2
Phil Town's Applied Materials (AMAT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Applied Materials (AMAT) Trades by Phil Town
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +15,000 | New Buy | 15,000 | $145.12 |
| Q2 2025 | -15,000 | Sold Out | 0 | $0.00 |
Phil Town's Applied Materials Investment FAQs
Phil Town first purchased Applied Materials, Inc. (AMAT) in Q1 2025, acquiring 15,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Phil Town has held Applied Materials, Inc. (AMAT) for 2 quarters since Q1 2025.
Phil Town's largest addition to Applied Materials, Inc. (AMAT) was in Q1 2025, adding 15,000 shares worth $2.18 M.
According to the latest 13F filing for Q2 2025, Phil Town's firm, Rule One Partners, LLC, owns 0 shares of Applied Materials, Inc. (AMAT), valued at approximately $0.
As of the Q2 2025 filing, Applied Materials, Inc. (AMAT) represents approximately 0.00% of Phil Town's publicly disclosed stock portfolio, making it one of their key holdings.
Phil Town's peak holding in Applied Materials, Inc. (AMAT) was 15,000 shares, as reported at the end of Q1 2025.